Walmart is using its sprawling network of stores as “mini-warehouses” from which fresh groceries can be delivered quickly, without travelling far.

It recently rolled out its “Delivery Unlimited” membership in 1,500 stores. For 98 bucks/year you get unlimited same-day grocery delivery.

You order your weekly groceries on Walmart.com in the morning... and they arrive at your front door in the afternoon.

I’m sure you’ve been in this annoying situation...

Driving home from a long day at work only to remember you need something from the grocery store.

So you take at least 20 extra minutes to drive there... park... walk the aisles... wait in line... then drive home.

Wouldn’t you rather spend that 20 minutes relaxing, or playing with your kids, or cooking dinner?

For most folks, the time saved from having groceries delivered is easily worth $98/year... even if you only use it a dozen times a year.

And Walmart is pushing the envelope even further. It’s testing a program where it delivers the groceries right into your fridge!

In short, you fit your door with a special lock. When you order online, Walmart creates a one-time code for your door.

The Walmart delivery guy then uses the code to unlock the door. He wears a camera on his chest so you can watch him place the food in your fridge.

The company is testing it in three markets right now, with plans to roll it out nationwide soon.

Walmart is turning the grocery market on its head...

As regular RiskHedge readers know, there are a few key signs we look for in a viable disruption.

The #1 thing is rapid growth. Walmart’s online sales have grown at an average clip of 40% for 12 quarters straight. My calculations show Walmart’s online sales should hit roughly $30 billion this year.

Reader Mailbag

Stephen, your analyses always carry unique insight cross-checked against real life indicators such as stock in stores, reminding me of lessons by the great Peter Lynch.

I read with conviction your October 31 piece on Disney and acted on your insight. Needless to say, I am a happy reader! Wish you all the very best.

Thanks for the kind message Joseph.

As you alluded to, Disney’s stock has jumped 15% since my letter. The big move came after it launched its Disney+ streaming service this past week. The company announced 10 million subscribers signed up on the first day alone.

Disney is reinventing itself with its move into streaming. I expect the stock to move a lot higher in the coming years.

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